Understanding Planned Giving

Session Description: First, Dr. Lehman will explain what planned giving is and why it’s important to organizations. She will also discuss trigger phrases that may indicate a donor is ready to discuss a planned gift, and what to do if a donor says your organization is included in their Will.

Learning outcomes:

1. Define planned giving
2. Explain why planned giving matters for charitable organizations
3. Summarize some of the trigger phrases that are planned gift readiness indicators
4. Create a plan for documenting donor information and intentions